Bridgeview Capital Advisors, Inc.

RIASEC & State Registered
Total AUM
$122M
Discretionary
$50.1M
41% of AUM
Avg account
$286K
Accounts
427
Employees
2
Advisory reps
2

Firm details

Headquarters
El Dorado Hills, California
CRD number
6290
Registered since
June 26, 2026
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI75.79%
  • Individuals23.58%
  • Corporations / Businesses0.64%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Bridgeview Capital Advisors, Inc. is an independent, individually owned registered investment adviser that—according to the record—became SEC-registered in 2026. The firm describes itself as a capital allocator serving both individual & family and institutional clients. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Compensation is primarily a percentage of assets under management with the option for hourly billing. The firm is not identified as an active ESG investor and is not listed as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 84%, Exchange Traded Equities 12%, State & Local Bonds 2%, US Government Bonds 1%, Cash & Cash Equivalents 1%84%
  • Public Funds/Mutual Funds84%
  • Exchange Traded Equities12%
  • State & Local Bonds2%
  • US Government Bonds1%
  • Cash & Cash Equivalents1%

Contacts

2 of 2
  • David Waldrop

    David Waldrop

    PresidentCRD 4214855

  • Ashley Hamman

    Ashley Hamman

    Vice PresidentCRD 7427213

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

El Dorado Hills, CA

El Dorado

Location

El Dorado Hills, CA

Headquartered in El Dorado Hills, CA, anchoring the Sacramento-Roseville, CA metro in the West.

Metro area
Sacramento-Roseville, CA
Region
West
County
El Dorado
Address
5170 Golden Foothill Pkwy
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth